You can schedule an introductory call with me below. To ensure that we will be a good fit for working together, my clients are typically 5 to 20 years from retirement and have accumulated investment and retirement assets of $750k to $10M+.
Please select the “Introductory Call” option below. Once your introductory call is scheduled, you will be redirected to a short confidential questionnaire that will help me learn more about you and your goals prior to our discussion. Thank you!